Log client leads and manage sales activities. Track team performance and progress. Set reminders and deadlines. Share reports and update statuses in real time. Sync data across devices. View analytics and manage schedules.
Access and manage contacts, leads, organizations, quotes, events, and opportunities. Import contacts from address book. Send calls, SMS, and emails to contacts. Sync data with CRM via web address. View and create records remotely.
Capture lead details during events, trade shows, or fairs. Prioritize and note product interests. Consolidate qualified into a database for marketing after the event.